Wealth Management Advisor Associate The Private Client Reserve Jobs

... record time in accordance with client/firm policy Perform high quality, billable ... skills, excellent organizational skills, and the ability to work in a ... and experience with discovery Document..

... dealing with all levels of the firm (attorneys, secretaries, administration, and ... High school diploma is required; associate’s degree or bachelor’s degree is ... Markets Capital Markets Investment Advisers..

... individuals and corporations Assist with the preparation of exhibits and other ... advance of production Handle case management from initial filing through trial ... documents Communicate effectively with personnel,..

... attorney timekeeping software and document management systems Experience and proficiency using ... detail Strong organizational and time management skills Proven success as a ... Markets Capital Markets Investment Advisers..

... research and reference assistance to the firm’s attorneys Promote and publicize ... our west coast offices and the schedule will match accordingly Requirements ... solving Professional attitude coupled with..

File and client management, formatting, proofreading and editing of ... paralegals and other assistants throughout the Firm Intermediate to advanced-level use ... using timekeeping software and document management systems Excellent..

... and whole office appearance Manage the off-site file storage process Prepare ... for deliveries or filings with the courts Order office supplies and ... maintenance Other duties as requested...

... closings and/or financing transactions, including the preparation of documents for closing ... Markets Capital Markets Investment Advisers Private Placements Public Company Reporting, Compliance ... Property Litigation Patent Procurement &..

... attorneys and/or legal staff Assess the needs associated with the records of incoming and departing ... records Use discretion to ensure the satisfaction of customers and the successful outcome..

... dealing with all levels of the firm (attorneys, legal administrative assistants, ... logs, parking validations, opening of the office, maintaining conference room calendars, ... Markets Capital Markets Investment Advisers..

... all phases of litigation Possess the ability to prioritize and manage ... of civil procedure Electronic document management experience Willingness to learn and ... master new software Must have..

... skills, excellent organizational skills, and the ability to work in a ... accuracy and confidentiality Electronic document management experience Must possess knowledge of ... Markets Capital Markets Investment Advisers..

... pre-bills, maintain attorney calendars, manage client contacts/calls, and assist attorneys in ... attorney timekeeping software and document management systems Must have experience and ... Possess strong organizational and time..

Answer the telephone and take complete and ... room schedules. Work closely with the Office Services team to ensure ... clients, guests and employees to the appropriate departments Knowledgeable of..